Professionally managed portfolios from Fidelity
Designed to help you keep more of what you earn
Investing for your future takes knowledge, discipline, and time. It also takes the understanding and experience to make smart decisions. Fortunately, you don't have to do it alone.
When you open a managed account with us, your money is managed by professionals who follow a disciplined investing process, have access to Fidelity's resources, and have the knowledge and experience to put all of it to work to help you pursue your personal financial goals. Here's how it works...
Tell us your needs and goals, and we'll propose an investment plan that's appropriate for you.
We'll apply a disciplined approach to help you stay invested and on track toward your financial goals.
We're here when you need us, whether you have a question about the markets or need to adjust your plan.
There are many benefits to having a professionally managed portfolio from Fidelity. This site focuses specifically on the tax-sensitive investment strategies we use for some taxable accounts.* Managing the taxes on your investments is a complex and time-consuming process that requires diligence and continual monitoring of the markets and your portfolio. We can do all of this for you for an affordable fee, paid directly from your account.
As your life, needs, time horizon, and goals change, we'll continue to work with you to adjust your plan. With professional money management at Fidelity, we're with you every step of the way.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Optional investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management provided by its affiliate, Strategic Advisers LLC, a registered investment adviser. These services are provided for a fee.
Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917